Add Tag Description & Number
A
Alvionna Brewster
Add a description section to the tags and a way to quickly see how many number of people are tagged with a specific tag or not. Or maybe an indicator on if the tag is being used or not.
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R
Rakhi Laddar
Merged in a post:
Tags - description
T
Tawnie Breaux
In the tags section add a description field.
R
Rakhi Laddar
Merged in a post:
Tag Descriptions
C
Cory Schmidgall
Are there any features coming down the road to add descriptions to tags? For new employees or users, it would be nice to have a quick view of what our tags mean.
HIGHLVL-I-2387
C
Caleb Christopher
Bill Welch
C
Caleb Christopher
Yes, we need a DESCRIPTION field so we don't have to keep a spreadsheet of tag meanings/uses/instructions.
If the developers aren't keen on putting in a space for notes/comments, I wonder what their CODE looks like!?
B
Bill Welch
Caleb Christopher what's the reason for not using custom fields and custom folders here?
C
Caleb Christopher
Bill Welch tags are easy and fast to apply and sort contacts by, and you can apply many tags per customer. Then you can run campaigns based on the presence or lack of a tag on a customer.
I'm not sure about custom folders.
B
Bill Welch
Caleb Christopher you can do everything the same and easier with custom fields and folders..
H
Hank Gilliam
There is already an "Action" (description) field for tags in Contacts > Quick Search > "Add Tag" icon, but nowhere else that I have seen in HL. I would like to be able to access the description everywhere tags are used. BUT, I don't want to be required to enter the Action/Description, as is now the case. Make it optional to use it. And optional to display or see the description.
P
Pete Rakozy
Would love this. I have clients who ask "what's this tag for" and we end up making spreadsheets that log the tag - it's description -and when to use it and remove it.
Having these columns in the Tag Section would be great:
Tag: ie. Bad Phone
Description: Indicates that the phone number for that client is bad.
Actions: If this tag exist then reach out and get a new phone number